Stonehaven Strategic Wealth LLC
Stonehaven Strategic Wealth LLC is located in Placentia, CA, and the SBA lists its industry as Portfolio Management and Investment Advice. It was approved for an SBA 7(a) loan of $1,610,000 for a change of ownership on September 21, 2026.
SBA 7(a) loan, change of ownership, approved Sep 21, 2026
- Gross approval
- $1,610,000
- SBA-guaranteed amount
- $1,207,500 (75% of the approval)
- Lender
- Live Oak Banking Company, Wilmington, NC
- Processing method
- Preferred Lender Program: lender approved under delegated SBA authority
- Initial interest rate
- 7.65%, variable
- Term
- 10 years (120 months)
- Estimated maturity
- September 21, 2036 (estimated, approval date plus term)
- Estimated monthly payment
- $19,237 Estimated payment at the initial rate over the full term; actual terms vary.
- Loan status
- Committed, not fully disbursed
- Jobs supported
- 3
- Business type
- Corporation
- NAICS
- 523940, Portfolio Management and Investment Advice
- Project location
- Orange County, CA
- SBA district office
- Santa Ana District Office
- Congressional district
- CA-39
- Collateral
- Yes
- Guaranteed portion sold on secondary market
- Not reported as sold
- Revolving line of credit
- No (term loan)
- Larger than 71% of acquisition loans in Portfolio Management and Investment Advice on this site.
- Average acquisition loan in Portfolio Management and Investment Advice: $1,481,771.
- Average acquisition loan in California: $1,688,228.
Loan amounts are the SBA approval, not a purchase price. Figures labeled estimated are derived on this site and are not published by the SBA.
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Same industry in California
- Seaside Wealth Management, Inc., Carlsbad
- Seapoint Wealth Advisors, LLC, San Diego
- Victor J. Adint, Inc., Los Gatos
- DeCamilla Capital Management LLC, Sacramento
- Appaloosa Capital Management Inc., Sacramento